LiveChat + Salesforce
Create Salesforce records from new LiveChat chats
Effortlessly manage customer interactions by connecting LiveChat and Salesforce with this seamless workflow. When a new chat occurs in LiveChat, a record will be created in Salesforce, ensuring all relevant information is stored in one central location. This automation not only saves time but also helps your sales team stay up-to-date with customer inquiries and maintain strong relationships.
Effortlessly manage customer interactions by connecting LiveChat and Salesforce with this seamless workflow. When a new chat occurs in LiveChat, a record will be created in Salesforce, ensuring all relevant information is stored in one central location. This automation not only saves time but also helps your sales team stay up-to-date with customer inquiries and maintain strong relationships.
- When this happens...New Chat
Triggers when the chat is started.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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